LA
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Latitude Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Latitude Advisors’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,052
Closed -$228K – 150
2022
Q2 		$228K Buy
+9,052
New +$238K 0.21% 122

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Latitude Advisors's DIVY Position: Q3 2022 in Review

Latitude Advisors sold out of Sound Equity Dividend Income ETF (DIVY) in Q3 2022, closing a stake of 9,052 shares — an estimated $228K sold.

Latitude Advisors first reported a position in DIVY in Q2 2022 and held it in 1 quarter. The position peaked at $228K in Q2 2022. 5 funds tracked by Wall St. Rank hold DIVY as of Q3 2022.

  • Latitude Advisors reported no remaining Sound Equity Dividend Income ETF position as of Q3 2022 after selling out during the quarter.
  • Latitude Advisors sold 9,052 Sound Equity Dividend Income ETF shares in Q3 2022, an estimated $228K.
  • Latitude Advisors first reported a position in Sound Equity Dividend Income ETF in Q2 2022 and held it in 1 quarter.
  • Latitude Advisors's Sound Equity Dividend Income ETF position peaked at $228K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2022.

Based on Latitude Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.